Fan
Zhang
Transamerica Financial Advisors, Inc
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About this Advisor
Fan Zhang is a financial advisor based in Virginia Beach, Virginia who has 5 years of relevant experience. Zhang is an advisor for Transamerica Financial Advisors, Inc. Zhang has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Virginia Commonwealth University and Benefit Planners Inc. Zhang has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey and Virginia. Transamerica Financial Advisors, Inc is a registered investment business that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in total assets across its 59,659 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc has a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are provided. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Fan Zhang Work History
Fan has been registered as a financial advisor for 5 years.*
Virginia Commonwealth University
Benefit Planners Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Virginia Commonwealth University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fan Zhang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
